It doesn’t necessarily make sense to pay off student loans early if that means foregoing saving for retirement; plus, how the life-expectancy gap between rich and poor skews Social Security.
Merger Creates One of the largest Wealth Management Firms in the Northwest SEATTLE (April 18, 2016) – Merriman Wealth Management, LLC today announced that Summit Capital Management, LLC, a Northwest-based boutique financial services firm, has merged with Merriman, a Focus Financial Partner firm. This merger makes Merriman one of the largest wealth management firms in the […]
Richard Ketchum, former critic of the fiduciary rule, calls the final version “much better” than earlier proposal. But he still wants to see SEC develop uniform standard.
Advisors should be “prepared to defend their recommendations,” the low-cost planning pioneer says, and predicts the demise of high-fee products.
With an impressive career that spans banking and politics, the wife of the U.S. presidential hopeful is a fundraising force in his campaign.
Chinese debt-fueled growth meets forecasts; oil slides ahead of Doha summit; Brazil’s top court clears way for impeachment hearings; Bats Global tries IPO again.
At spring meetings Christine Lagarde calls for fiscal and monetary stimulus to boost growth; Jim Kim stresses World Bank role in alleviating the refugee crisis.
The table below shows performance of US sectors over the trailing 12, 6, and 1 month(s). Performance updated through 4/14/16.
The performance above is based on pure price returns, not inclusive of dividends, fees, or other expenses. Past perform…
The year got off to a rocky start. After the holidays ended and everyone returned to work, the stock market had a sharp selloff that left it in negative territory for January. The market would eventually bottom out in mid-February and continue to recover through the end of the quarter. Despite the early selloff, the […]
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Start-up stock options, San Francisco economics and weather’s impact on the economy all featured in II’s best stories of the week.
Through a series of reforms, DiNapoli has made the New York State Common Retirement Fund more accountable to the public.
Clients should try these last-minute approaches for savings on their taxes. Plus, the complications that arise when family members co-own real estate investments and strategies that make paying taxes optional.
A group consisting of three veteran advisors left the wirehouse to join the super regional.
In a succession play, Advisor Financial Services gets snapped up by Retirement Advisors of America.
Today’s young workers can learn from their parents’ example on making early sacrifices and managing debt wisely; plus, how clients can save by automating their portfolios.
The Bay Area’s venture capital and tech start-up communities have the ability to effect change. Yet this power is often misapplied.
Both wirehouses also see client assets shrink.
After the asset management giant announces a third major financial services client for its robo platform this year, a theme emerges.
Impending bribery charges against Guo Boxiong are part of President Xi Jinping’s push to purge factions from the People’s Liberation Army.
Agency predicts oil surplus to fall as U.S. output shrinks; BoA results hit by trading woes; New York pension votes on cutting hedge fund exposure; Bank of England holds rates.
Diversified Asset Allocation Portfolios For Your Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
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